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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

136 hedge funds and large institutions have $795M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

25.89% more ownership

Funds ownership: 65.57% → 91.46% (+26%)

16% more capital invested

Capital invested by funds: $688M → $795M (+$107M)

7% more funds holding

Funds holding: 127 → 136 (+9)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
24
Increased
53
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.24M
2
Ameriprise
Ameriprise
Minnesota
+$7.13M
3
Bank of America
Bank of America
North Carolina
+$4.87M
4
SRSA
S.R. Schill & Associates
Washington
+$4.55M
5
FA
FDx Advisors
Illinois
+$3.5M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.09M
2
Jane Street
Jane Street
New York
-$1.68M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$1.35M
4
Citadel Advisors
Citadel Advisors
Florida
-$983K
5
MIAN
Mariner Independent Advisor Network
Kansas
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
101
RFG Advisory
Alabama
$240K +$234K +5,255 New
HighTower Advisors
102
HighTower Advisors
Illinois
$238K -$33.9K -760 -13%
SA
103
Stewardship Advisors
Pennsylvania
$235K -$35.7K -800 -13%
LNC
104
Lincoln National Corp
Pennsylvania
$231K +$178 +4 +0.1%
OMC
105
Old Mission Capital
Illinois
$218K +$213K +4,772 New
OC
106
Oppenheimer & Co
New York
$209K -$9.15K -205 -4%
TCWA
107
Ten Capital Wealth Advisors
Washington
$196K -$10.4K -233 -5%
ACA
108
Aptus Capital Advisors
Alabama
$172K – – –
FFC
109
First Financial Corp
Indiana
$130K – – –
CP
110
Castleview Partners
Texas
$123K +$251M +5,616,853 New
LWP
111
Laurel Wealth Planning
Minnesota
$114K – – –
IA
112
IFP Advisors
Florida
$107K +$24.1K +541 +30%
NFG
113
Next Financial Group
Texas
$95K +$29.8K +667 +47%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$87K – – –
IWP
115
IAG Wealth Partners
Wisconsin
$86K – – –
CFA
116
Carroll Financial Associates
North Carolina
$84K – – –
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$77K – – –
PGAM
118
Princeton Global Asset Management
New Jersey
$75K – – –
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$59.3K – – –
MRCM
120
M&R Capital Management
New Jersey
$45K – – –
TCM
121
TD Capital Management
Tennessee
$37K +$134 +3 +0.4%
KPCM
122
Kings Point Capital Management
New York
$29K +$28.2K +631 New
GI
123
Gradient Investments
Minnesota
$23K – – –
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$23K +$13.7K +308 +143%
FHA
125
First Horizon Advisors
Tennessee
$20K -$70.1K -1,572 -78%
2 3 4
5
6

IHDG Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2021, worth a combined $795M — up 16% from $688M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IHDG positions and 13 closed out — a net gain of 11 holders — while 53 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.24M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.09M sold.

  • 136 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $795M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 24 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.24M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2021 was Susquehanna International Group, an estimated $7.09M sold.

Based on aggregated 13F filings for Q4 2021.